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My client, a well-established Blue Star Financial Services business based in Bellville, needs the service of an experienced person to support their Financial Advisors in managing client portfolios and providing exceptional client service to their clients. This person plays a crucial role in the day-to-day operations of the advisory team and helps to streamline processes to ensure efficient workflow. Although working in an office environment the person will be exposed to client-facing and back office tasks. Responsibilities- Assist the Financial Advisors in perparing for client reviews and meetings, including gathering documentation and client information- Process documentation related to client portfolios such as new business applications, investments, etc- Follow up with clients regarding outstanding documents or pending transactions- Collaborate with compliance and operations teams to ensure adherence to industry regulations and policies- Maintain accurate and up-to-date client records and filesRequirements- Grade 12- 5 years relevant experience in the financial services (preferabily long term insurance), investment and life insurance industry such as in a financial and/or insurance brokerage environment- Very good understanding of financial products and services- Proficient in using CRM software, MS Office and Web tools- Attention to detail and accuracy in all tasks- Strong organisational and time-management skills - Ability to work without direct supervision and to deal with more than one issue simultaneously - Excellent communication and interpersonal skillsRemuneration- Salary R25000/month negotiable based on relevant experience and skills- 22 working days annual leave - Group risk and income protector cover - After probation the employee qualifies for a retirement fund contribution Forward your CV (max 3 pages) to our HR Consultant: fjjconsult@mweb.co.zaShould you not be invted for an interview within 10 days kindly accept that your application was not shortlisted
Bellville
Results for business plans in "business plans" in Jobs in Western Cape in Western Cape
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Overview: Our client is a growing holistic independent financial planning business, dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client’s unique financial goals.The para-planner will play a crucial role in supporting the Financial Advisors with, but not limited to, technical financial planning analysis, preparing client reviews, preparing financial plans and recommendations, assisting with client Wills and estates, ensuring all compliance requirements are met. They will also assist with portfolio management, risk assessments, and expected to stay up to date on industry trends and regulations. The para-planner will work closely with the financial advisors to ensure clients receive high-quality financial advice and service.Responsibilities:Draft and send client agenda’s, generate review reports, capture and draft meeting notes, assign or implement action items through to completionComplete work requests, including the preparation of written Records of Advice, technical calculations, and technical advice for Wealth Managers/Advisors as per company policies and proceduresWork closely with attorneys that draw up clients wills and oversee the estate administrators and keep an updated record of the estate status, and report back to the financial advisor and clientReview and update financial information on Elite Wealth as necessaryParticipate in the development of paraplanning policies and proceduresParticipate in assigned projects the firm implementsAssist in improving, developing, and delivering services offered to clientsPlan for upcoming reviews and set up weekly catch-up meetings with the advisorProvide regular feedback to advisors regarding workflowsKnowledge of compliance requirements for FAIS/FICA, etc.Requirements:Tertiary qualification and preferably Post Grad Diploma in Financial PlanningRegulatory examination RE1 or RE5 is advantageousCertified Financial Planner CFP® is advantageousStrong analytical and problem-solving skillsExcellent written and verbal communication skillsProficient in Microsoft Office Suite, specifically Excel
https://www.jobplacements.com/Jobs/P/Paraplanner-Fish-Hoek-1267971-Job-Search-03-03-2026-05-00-15-AM.asp?sid=gumtree
1h
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This role is perfect for a natural hunter who thrives on networking, opening doors, and converting opportunities into long-term business relationships and sales.The Role Requirements & Expectations: Relevant completed degree/qualificationProven experience in technical B2B sales or consultative solution sellingStrong technical sales skills and a clear understanding of the full sales processMust have experience in selling technical solutions, preferably in same or a similar industryExposure to food processing, beverage manufacturing, industrial equipment, engineered systemsComfortable operating at plant, engineering, and executive levelCommercially astute, organised, and patient with longer sales cyclesOwn vehicle and valid drivers licenseWilling and able to travel nationally (1 week per month) Key performance areas will entail: Identify, develop, and win new businessManage sales pipeline, use CRM system, drive opportunities from first contact through to closeTarget new customers based on Ideal Customer Profile while also growing sales within existing customer base by building the relationships and creating new entry pointsManag a consultative sales process by engaging customers early in their planning, new builds, refurbishments, or hygiene improvement projects, working with operations, engineering, quality, and executive teams to position the right solutionsWork closely with internal team, including presales, sales, and management, to develop proposals, align strategy, and successfully convert opportunities into long-term businessConfidently discuss personnel hygiene control, hygiene area separation and contamination control, drainage design, open plant cleaning systems, and general cleaning solutionsPosition solutions clearly from both a technical and commercial perspective before involving technical specialistsWhy This RoleWork with premium, internationally respected brands. Remuneration package negotiable with rewarding incentive/commission structure.
https://www.jobplacements.com/Jobs/T/Technical-Sales-New-Business-Development-JHB-or-CP-1266887-Job-Search-2-27-2026-9-55-37-AM.asp?sid=gumtree
4d
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MINIMUM REQUIREMENTS:Qualified Trade Certificate in Fitting & TurningMinimum of 5 years of plant maintenance experience in food industryMinimum of 5 years of Turning and Machining experienceCode 08/B drivers licenseForklift drivers license advantageousExperience in a manufacturing environment is advantageousExperience with Tool and Parts ManagementComputer literacyExperience in ARC, TIG and MIG welding advantageous RESPONSIBILITIES:Maintain plant equipmentPerform plant maintenance during the shutdown periodUnderstand and interpret new drawings and manualsInstall new machines and equipment as and when instructedResponding to emergency machine breakdowns throughout the plantDo regular inspections of plant equipmentGive feedback to Maintenance Engineer on breakdown root cause analysesAttend to all relevant breakdowns during standby periodComplete DMS Work orders and Work order book to keep a record of work completedApply for parts by making use of the requisition procedureOperate the Leathe and Milling machine to manufacture parts and sparesEmployee management and developmentEnsure overall compliance to relevant procedures and policiesEnsure that all team members have clearly defined job profilesRegular goal reviews are completed to assess achievement of resultsSupport, coaching and mentoring is continuously provided to ensure that objectives are metAppropriate allocation of resources to meet operational demandsEnsure adequate succession planning in order to meet ongoing and anticipated business requirements
https://www.jobplacements.com/Jobs/F/FITTER--TURNER-FOOD-MANUFACTURING-1262748-Job-Search-02-16-2026-04-12-59-AM.asp?sid=gumtree
5d
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The Dispensing Doctor Sales Representative is responsible for promoting and selling the company’s pharmaceutical products to dispensing doctors, as well as independent and corporate pharmacies within their region. This role plays a crucial part in expanding the company’s market share by building strong relationships with healthcare professionals and driving revenue growth. Success in this position requires a combination of sales expertise, in-depth industry knowledge, and exceptional relationship management skills. Key Responsibilities:Sales and Customer EngagementImplement a sales strategy targeting dispensing doctors, along with independent and corporate pharmacies in the region.Conduct regular visits to these healthcare providers to present and sell the company’s pharmaceutical products.Strive to meet and exceed set sales targets and business objectives.Manage product orders and ensure optimal stock levels in dispensing practices and pharmacies.Relationship Building & ManagementBuild and maintain strong business relationships with dispensing doctors, pharmacists, and key decision-makers in targeted regions.Keep customers updated on product developments, changes, and industry insights.Address customer queries and concerns promptly to ensure satisfaction and long-term business relationships.Market IntelligenceMonitor competitors by gathering market intelligence on pricing, product launches, marketing strategies, and sales tactics.Identify market trends and shifts in business practices that may impact sales strategies.Reporting and Administrative TasksMaintain accurate records of customer interactions, meetings, and key sales activities.Prepare reports on sales performance, market trends, and competitive insights for management review.Ensure adherence to company policies, industry regulations, and compliance standards.Educational InitiativesConduct training sessions and product demonstrations for dispensing doctors and pharmacy staff to enhance product knowledge and advocacy.Provide relevant product materials and resources to healthcare professionals to support informed decision-making.Strategic PlanningParticipate in sales strategy meetings to discuss targets, new opportunities, and growth tactics.Collaborate with marketing and prescription teams to develop and implement product launch plans and customer engagement initiatives. Minimum RequirementsGraduates with a DegreeBachelor’s degree in business management, marketing, pharmacy, or any related field.Proven success in pharmaceutical sales; experience selling to dis
https://www.jobplacements.com/Jobs/S/Sales-Representative-1266245-Job-Search-02-25-2026-23-01-13-PM.asp?sid=gumtree
5d
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KEY RESPONSIBILITIES:Sales:Grow business in the Food Service by identifying and onboarding new end-users accounts i.e. Hotels, restaurants and catering companies by identifying and onboarding new endâ??user accounts.Service existing endâ??users and distributors to ensure retention and growth.Arrange meetings, menu presentations, and product trials to drive product adoption.Negotiate within authorized parameters and close sales opportunities.Achieve monthly, quarterly, and annual revenue targets as set by the manager.Customer Relationship Management:Maintain and develop relationships with existing customers via inâ??person visits, calls, and email.Conduct structured call cycles (daily/weekly/monthly) across allocated areas.Serve as key point of contact for distributors, chefs, outlet managers, and purchasing teams.Resolve customer concerns and escalate qualityâ??related issues when required.Distributor Management:Collaborate closely with distributors to ensure stock availability, correct pricing, and promotional execution.Align on joint business plans, activation calendars, and target accounts.Support distributor sales teams with product training, menu applications, and selling tools.Track and report on distributor performance and compliance.Activations, Demos & Product TrainingExecute inâ??store / inâ??kitchen activations, cooking demos, and wet demonstrations (weekdays & weekends as required).Ensure all activation stock is planned, booked, and available.Conduct staff training sessions to increase menu penetration and product adoption.Track ROI and feedback from activation activities.Merchandising & Inâ??Outlet Execution)Ensure correct product usage is demonstrated during trials and menu presentations.Install and maintain branded pointâ??ofâ??sale (POS) material where relevant (e.g., backâ??ofâ??house collateral, oil management posters).Verify that distributors and key accounts adhere to agreed pricing and menu listing commitments.Reporting & AdministrationMaintain accurate CRM entries for all activities, visits, pipelines, and opportunities.Weekly and monthly reporting on activities, achievements, and market insights.Submit activation summaries, training logs, and product trial results.Follow daily planning procedures and manage draft sales orders with the sales administrator.
https://www.jobplacements.com/Jobs/B/BUSINESS-DEVELOPMENT-CONSULTANT-Food-Service-HOREC-1262747-Job-Search-02-17-2026-00-00-00-AM.asp?sid=gumtree
5d
Job Placements
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